Latest Articles
Observations from my time in Sicily, Malta and Montenegro
I know this is a newsletter about running a better accounting firm but some people have said they’d like to hear a little about the trip Kate and I did in Europe recently, so I’ve added this as a bonus article. Air Travel Kate and I describe international air travel...
Some specific CRM options for accounting firms of any size.
In an earlier article I focused on why and how an accounting firm would use a CRM tool. In this article I talk about some options that firms have available. You might recall I said a CRM system provides a suite of tools designed to streamline the operations of a...
My takeaways from Xerocon 2023 in Sydney
Xero’s big conference is known as Xerocon and was held in Sydney on 23 and 24 August 2023. I attended both days in my role as an accounting firm coach, consultant and mentor to keep up to date with what’s going on in the tech space. Here are my takeaways. Xero know...
Elements of a great accounting firm business plan – part 2 of 2
In part 1 of this 2 part article I introduced you to the table below which gives a high level summary of what I like to see included in an accounting firm business plan. I expanded on items 1 to 7 last time so this time it’s all about 8 to 15. What Where we are today...
Book Review – No Rules Rules by Reed Hastings and Erin Meyer
No Rules Rules: Netflix and the Culture of Reinvention is written by Netflix founder Reed Hastings and INSEAD Business School professor, and author of The Culture Map, Erin Meyer. Published in 2020, the book explores the innovative corporate culture of Netflix and how...
How an accounting firm might use a CRM tool
Introduction Accounting firms are not merely number-crunching entities. They are service-oriented businesses, seeking to build and sustain long-term relationships with their clients. As such, managing client relationships is a significant aspect of their business...
Elements of a great accounting firm business plan – part 1 of 2
As an accounting firm coach, consultant, mentor and facilitator one of the things I get asked to do is facilitate planning days for firms. Each firm has their own name for these events and goes about it in their own way but there are a number of common elements that I...
Book Review: The Great Game of Business by Jack Stack and Bo Burlingham
The COO at one of my clients suggested this as a good read with applicability to accounting firms andI agree. In fact let me say up front that I reckon every accounting firm leader could benefit from reading this book. Jack Stack’s ideas were seen as new and radical...
10 leadership qualities to help have a great 2023
My inspiration for this article came from the Growth Faculty, which I noted in another article as the organisation that brought Barack Obama to Australia recently. The Growth Faculty Brilliant ideas for inspired leadership They published a monograph, drawing on the...
What I learned the day I met Barack Obama
Yes it’s true, on Wednesday 29 March 2023 I had the privilege of meeting Barack Obama. I admit it was brief. I got to say hello and welcome him back to Australia. He asked my name and said “very good to meet you Rob”, we had our photo taken together, I thanked him for...
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